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Lifeplan Tax Minimiser Investment Bond - Multi-Manager Conservative Fund

LIF0012:AU
1.3871
AUD
0.0015
0.11%
As of 12:59 AM EDT 6/20/2017
Fund Type
Unit Trust
52Wk Range
1.3504 - 1.3896
1 Yr Return
2.71%
YTD Return
1.50%
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Previous Close
1.3886
52Wk Range
1.3504 - 1.3896
1 Yr Return
3.01%
YTD Return
1.50%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 06/20/2017)
1.3871
Total Assets (m AUD) (on 05/31/2017)
28.850
Inception Date
10/31/2005
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
0.00%
Expense Ratio
1.70%

Top Fund Holdings

Name Position Value % of Fund
3.07 k 221.45 k 0.68
1.44 214.93 k 0.66
1.40 208.42 k 0.64
8.24 k 201.91 k 0.62
6.96 k 198.65 k 0.61
8.48 k 198.65 k 0.61
Profile
Lifeplan Tax Minimiser Investment Bond - Multi-Manager Conservative Fund is a unit trust incorporated in Australia. The Fund's objective is to provide relatively stable returns over the medium term with the potential for some long term capital growth. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
Address
Lifeplan Funds Management Ltd
GPO Box 89
Adelaide SA 5001
Australia
Phone
Tel: 61-8-8236-4700